Add a customer

Save regular customers so you can find them by phone at the POS and see what they buy.

Steps

1. Click Customers in the menu.
2. Click Add customer.
3. Type the Name and Mobile number: 10 digits.
4. Add an Email if you like.
5. For a business customer, add their GSTIN. It prints on their invoices, and the State is set from it.
6. Click Add customer.

See a customer's history

Click a customer in the list. You see what they have spent, what they owe, their store credit, and every bill, return and payment in the tabs below.

Good to know

• You can also add a customer at the POS while billing. See Add a customer to a bill.
• One mobile number belongs to one customer, so nobody is added twice. The same goes for an email.
• Suggest at the POS off hides a customer from the POS search. Their bills are kept.
• To change a customer's number or details later, see Change a customer's details.